KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,270
| Closed | -$1.23M | – | 114 |
|
|
2021
Q2 | $1.23M | Buy |
16,270
+305
| +2% | +$23.1K | 0.49% | 36 |
|
|
2021
Q1 | $1.16M | Buy |
15,965
+343
| +2% | +$25K | 0.61% | 37 |
|
|
2020
Q4 | $1M | Sell |
15,622
-2,621
| -14% | -$168K | 0.59% | 40 |
|
|
2020
Q3 | $1.01M | Buy |
18,243
+2,835
| +18% | +$157K | 0.74% | 35 |
|
|
2020
Q2 | $797K | Buy |
+15,408
| New | +$797K | 0.73% | 37 |
|